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Terravise HQ

New ticket

Filed under your name. Nobody is notified — this doesn't email a customer.

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Ticket

Subtasks

Internal notes not visible to the submitter

Fix details, root cause, where to look next. Stored separately from the customer thread.

Comments the submitter sees these

Replies here notify the person who filed the ticket.

Status

Assigned to

Priority

Submitter

Source URL

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New client

Referral contact details and where they are in the pipeline.

Invoice numbers:

Internal only — customers never see this.

Interested in / subscribed to

Tick what they want. Ticked items default to Interested for a prospect and Subscribed for a live customer — change either per item.

Invoice preview
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New invoice

Bill to

Details

Line items

Leave amounts blank to describe services under a single subtotal, as on INV-003.

$0.00

Delivery

Payment instructions

New story

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New expense

A bill received or a payment made. The date is when the cost was incurred — that's what the tax year is measured on.

Receipts & bills

Save the expense first, then attach receipts to it.

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Start a trial

Claims a ready-made workspace and starts the clock.

Trial workspaces

Pre-built workspaces that trials are handed. A finished trial leaves its workspace as needs reset — it only returns to the pool once its data has actually been wiped, so the next prospect never sees the last one's information.

New grant

Track it from finding it through to the award and its reporting.

Dates

Documents

Drop files here, or use Upload. Drafts, budgets, the copy you submitted — anything you wrote for this one.

Save the grant first, then you can attach documents to it.